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Mike P.'s  Instablog

Mike P.
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I am a former CEO in of a private placement UPRIET. I have written corporate prospectuses and have the ability to interpret the same. I enjoy research into companies and making contact with the companies I invest "The Trusts" funds in.
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  • inside man 55
    , contributor
    Comments (670) | Send Message
     
    I am sorry Mike, I just don't see the thesis of all three of these companies merging as one entity based on what you wrote. They may all be investing in the area due to the infrastructure and workforce already in place.
    24 Jan, 08:19 PM Reply Like
  • Justin Jaynes
    , contributor
    Comments (3028) | Send Message
     
    also, just glancing through, it looks like the earliest link was part of the move to 450mm wafers, which seems to have been delayed. That was the only thing linking these companies together that I saw.

     

    Long $INTC, Longer $AMD
    25 Jan, 01:22 AM Reply Like
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